American Express Company (AXP) – Favorably valued after the recent fall in the broader markets

A large chunk of AXP’s billed business is from G&S (goods & services), of ~77% in Q1FY22 which has recovered at a faster pace. The reopening of key countries like the United States, Asia (excluding
China) and others have accelerated the demand for travel and shopping, due to customers being home confined for several months.

Highlights 

Valuation

– Enterprise Value
– CrispIdea Forecast
– Economic Value Added Analysis
– P/E Analysis
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10 Year Historical Performance
– Ratio Analysis
– Du Pont Analysis
– Segment Performance
– Key Metrics
– M&A Deals

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Stock Price Performance

CrispIdea Coverage

No of Pages : 37